Jon Porter

Jon Porter is the CEO of Three Bell Capital, a financial services company based in Los Altos, California.1 He has been leading the company since November 2011, focusing on providing comprehensive financial advice to private family and corporate retirement plan clients.1

Professional Background

Jon Porter has an extensive background in finance and technology:

• Three Bell Capital: As CEO, he leads efforts to offer holistic, unbiased financial advice to clients with complex financial situations.1
• Three Bridge Wealth Advisors, LLC: Served as Director from August 2009 to October 2011.1
• Morgan Stanley Investment Management: Worked as a Financial Advisor from January 2007 to August 2009.1
• Apple Computer, Inc.: Held the position of Global Licensing Manager from April 2002 to January 2007.1

Education

Porter has a strong educational background:

• University of Washington: BA in Political Science & English (1993-1997).1
• Santa Clara University School of Law: Juris Doctorate in High Tech and IP Law, graduating Magna Cum Laude (1998-2001).1
• Yale School of Management: Certified Private Wealth Advisor® (CPWA®) in Wealth Management (2017-2021).1

Company Overview

Three Bell Capital, founded in Silicon Valley, specializes in:

• Private wealth management
• Corporate retirement plans (401(k), cash balance, and deferred comp plans)
• Comprehensive financial advice including asset management, estate planning, tax strategy, insurance coverage, and lending.1

Jon Porter's LinkedIn username is indeed "threebell".1